Client Review Meeting Checklist
Name of the company / business
*
Director's name
*
Email
*
Year of birth
*
Is your spouse or partner a shareholder in the company?
*
YES
NO
Not applicable
Percentage
Is your spouse working?
*
YES
NO
Approximate Gross Annual Salary
What is the objective behind the meeting?
*
Expenses
Extracting funds
Tax advise
Investment
Other
Do you own any buy to let properties?
*
YES
NO
How many commercial?
How many residential?
Do you own any of the above buy to let properties in a limited company?
Would you be interested to know more about any of the below?
*
Business Insurance (Professional Indemnity, Public Liability etc.)
Life Insurance
Tax Investigation Cover
Savings and investments (SEIS/EIS etc.)
Pensions
Mortgages
Inheritance Tax Planning
IR35 Advise (Only for Contractors & Freelancers)
Other
Other
Are you doing any business that involves Research & Development (R&D)? (Example: launching a new product, creating a new process etc.)
Any other detail you would like to discuss during the meeting? (You can say things like expanding your business, moving to another country, closing down the company etc.)
Submit
Should be Empty: